Talent.com
Investment Consultant- Wichita, KS
Investment Consultant- Wichita, KSCharles Schwab • Derby, KS, US
No longer accepting applications
Investment Consultant- Wichita, KS

Investment Consultant- Wichita, KS

Charles Schwab • Derby, KS, US
11 hours ago
Job type
  • Full-time
Job description

Position Type : Regular

Your opportunity

At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.

As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network at the ground floor. The first foray int o the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides the exposure and experience required to advance in this challenging space. You'l l learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. You'll observe our skilled FCs and learn how to deliver unparalleled value and service through collaboration and mentoring. If you are seeking the first step towards a rich and rewarding career in financial consulting, look no further than Schwab's Investment Consultant role.

What you have

Required Qualifications :

  • A valid and active Series 7 license is required (license may be obtained under a condition of employment through Branch Network Licensing Program)
  • A valid and active Series 66 (63 / 65) license required (license(s) may be obtained under a condition of employment)
  • A valid and active Life and Health Insurance license is required (may be obtained under a condition of employment)

Preferred Qualifications :

  • 2 years of experience in the financial services industry
  • Ability to leverage Business development experience
  • Passion for gaining knowledge of brokerage / banking products and services
  • Openness to build strong client relationships
  • What's in it for you

    At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact.

    We offer a competitive benefits package ( / summary-of-benefits) that takes care of the whole you - both today and in the future :

  • 401(k) with company match and Employee stock purchase plan
  • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
  • Paid parental leave and family building benefits
  • Tuition reimbursement
  • Health, dental, and vision insurance
  • Create a job alert for this search

    Wichita Ks Wichita Ks • Derby, KS, US

    Related jobs
    Investment Consultant- Wichita, KS

    Investment Consultant- Wichita, KS

    Charles Schwab • Derby, KS, United States
    Full-time
    Position Type : Regular Your opportunity At Schwab, you're empowered to make an impact on your career.Here, innovative thought meets creative problem solving, helping us "challenge the status quo...Show more
    Last updated: 30+ days ago • Promoted
    Remote Consumer Opinion Contributor (Hiring Immediately)

    Remote Consumer Opinion Contributor (Hiring Immediately)

    Earn Haus • Newton, Kansas, US
    Remote
    Full-time +1
    We are urgently looking for people interested in taking online surveys for Fortune 500 brands.If you are a self-starter, looking for flexible hours throughout the week, this may be for you! Earn up...Show more
    Last updated: 30+ days ago • Promoted
    Team Leader

    Team Leader

    H&R Block • Wellington, KS, US
    Full-time
    At H&R Block, we believe in the power of people helping people.Our defining purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere.We also believe ...Show more
    Last updated: 25 days ago • Promoted
    Casino Finance Director

    Casino Finance Director

    Kansas Star Casino • Mulvane, KS, United States
    Full-time
    Boyd Gaming Corporation has been successful in gaming jurisdiction in which we operate in the United States and is one of the premier casino entertainment companies in the United States.Never conte...Show more
    Last updated: 7 days ago • Promoted
    Teller III

    Teller III

    UnionState Bank • Newton, KS, United States
    Full-time +1
    Branch Coordinator / Market Retail Coordinator.Ensure Prompt, accurate and friendly service to all customers.Performs complex and diverse duties related to a variety of banking transactions at a tell...Show more
    Last updated: 25 days ago • Promoted
    United States Border Patrol Agent

    United States Border Patrol Agent

    U.S. Customs and Border Protection • Wellington, KS, US
    Full-time
    Customs and Border Protection (CBP) offers those interested in a career in law enforcement an exceptional opportunity to work with an elite team of highly trained professionals whose camaraderie, p...Show more
    Last updated: 30+ days ago • Promoted
    Side Hustle Project Lead

    Side Hustle Project Lead

    Finance Buzz • Wellington, Kansas, US
    Full-time +1
    We’re offering a role for someone who wants to lead their own side-income project in their spare time.You’ll explore various proven side hustles, select the ones that fit your lifestyle, and run th...Show more
    Last updated: 30+ days ago • Promoted
    Recovery Support Specialist [PT]

    Recovery Support Specialist [PT]

    Mirror • Newton, KS, United States
    Full-time
    Mirror follows affirmative action policies and is committed to providing equal opportunities to all qualified candidates. EEO / Veterans / Disabled are encouraged to apply.Under the clinical supervision...Show more
    Last updated: 4 hours ago • Promoted • New!
    Sr. Consultant, Private Sector Development Projects

    Sr. Consultant, Private Sector Development Projects

    Renew Capital • Wichita, KS, US
    Full-time
    Renew Capital Senior Consultant.At Renew Capital, we see opportunities in Africa where others, too often, only notice the problems. We invest, rather than provide handouts, by finding promising busi...Show more
    Last updated: 22 days ago • Promoted
    Finance (VP+)

    Finance (VP+)

    Mento • Wichita, KS, US
    Part-time
    We are looking for senior leaders in finance roles who value learning, growth, and community and who are passionate about developing and coaching people in their field. As a Mento coach, you will fo...Show more
    Last updated: 22 days ago • Promoted
    AI Finance - Senior - Tech Consulting - Location Open

    AI Finance - Senior - Tech Consulting - Location Open

    EY • Wichita, KS, United States
    Full-time
    Location : Chicago, Akron, Arlington, Atlanta, Austin, Baltimore, Birmingham, Boca Raton, Boston, Buffalo, Charleston, Charlotte, Chattanooga, Chicago, Cincinnati, Cleveland, Columbia, Columbus, Dal...Show more
    Last updated: 5 days ago • Promoted
    Financial Advisor - Wichita, KS

    Financial Advisor - Wichita, KS

    Thrivent Financial • Wichita, KS, United States
    Full-time
    Make an impact providing expert financial advice with heart.Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing.Here, you’ll make...Show more
    Last updated: 17 days ago • Promoted
    Consultant Engineer

    Consultant Engineer

    FM • Wichita, Kansas, US
    Full-time
    FM is one of the world’s largest risk management and industrial property insurance organizations.With 76 office locations in over 60 countries worldwide, FM provides specialized property protection...Show more
    Last updated: 30+ days ago • Promoted
    Wealth Management Client Services Specialist

    Wealth Management Client Services Specialist

    Busey Bank • Wichita, KS, United States
    Full-time
    The Wealth Management Client Services Specialist will posses a level of knowledge and experience that allows them to make recommendations and communicate successfully about more complex aspects of ...Show more
    Last updated: 30+ days ago • Promoted
    Financial Advisor

    Financial Advisor

    Northwestern Mutual Life Insurance Company • Wichita, KS, United States
    Full-time
    Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning.On your path to becomi...Show more
    Last updated: 17 days ago • Promoted
    Associate Dentist

    Associate Dentist

    Kansas Youth Dental & Braces - a Benevis company • Wellington, KS, United States
    Full-time
    Associate Dentist at Kansas Youth Dental & Braces - a Benevis company summary : .As an Associate Dentist at Benevis, you will provide quality dental care primarily for children, promoting healthy smi...Show more
    Last updated: 30+ days ago • Promoted
    Share Your Opinions. Earn Rewards.

    Share Your Opinions. Earn Rewards.

    Opinion Edge • Newton, KS, United States
    Full-time
    Join Opinion Edge today and get paid for your insights! Take short surveys on the topics that matter to you and earn rewards for every completed survey. Sign up now and start turning your voice into...Show more
    Last updated: 1 day ago • Promoted
    Sage 100 Consulting ManagerRemote U.S.A.

    Sage 100 Consulting ManagerRemote U.S.A.

    Bytheco • Wichita, KS, US
    Full-time
    We're at the forefront of digital transformation, process automation and leadership.As a Sage Platinum Elite Partner and Acumatica Gold Partner, we're known for delivering exceptional solutions and...Show more
    Last updated: 21 days ago • Promoted